Investment Banking Vice President - Fund Placement
Listed on 2025-12-16
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Finance & Banking
Financial Consultant
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Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds.
We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth.
We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. Equally, we are proud of our long‑term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor.
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The William Blair Fund Placement team advises private market managers throughout the capital raising process, transaction execution, and the delivery of fundraising services to clients and prospects. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients.
The Fund Placement team is looking for a Vice President to help lead transaction execution and the delivery of fundraising services to clients. The individual will perform fundraising advisory services and complete due diligence work for active mandates. As part of the role, the candidate will work closely with the project management and distribution teams to complete projects, gather necessary information, convey relevant investor updates and present findings to clients.
Providing training and mentorship to less experienced staff will also be important.
- Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day‑to‑day client contact for questions, comments, and deal‑related matters
- Provide advice to clients on fundraising strategy, structuring, timing, investors and legal terms. Utilize creative approaches to analyses that illustrate key fundraising concepts/messages
- Lead fundraising processes from start to finish with limited guidance from senior leadership.
- Demonstrate thorough knowledge of the various private market strategies. Assimilate information to perform insightful analyses
- Anticipate potential deal issues and pass concerns through to team members in real time
- Actively participate in development of all materials related to the fundraising process. Respond to prospective investor due diligence questions
- Demonstrate an understanding of broader fundraising markets and potential implications to each client process
- Lead the development of marketing materials that highlight the competitive advantages of William Blair Private Capital Advisory
- Actively participate in client meetings and internal discussions as well as recruiting and training activities
- Identify improvements to processes and propose solutions to help the team complete tasks more efficiently
- Take ownership of client relationships. Anticipate needs and challenges and provide seamless solutions
- Act as “on the job” trainer for other team members, providing constructive…
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